How-To Handle Rootstock


Tree and grape cultivars are often consist of a scion grafted to a rootstock with different genetics. For example walnuts are usually grown on rootstock to provide resistance to soil pathogens.


A walnut breeder wants to design a performance trial to test promising scions on different rootstocks. See UC Davis Walnut Improvement Program example

Germplasm Import Common CA Walnut Root Stock.xls
Germplasm Import Common CA Walnut vars.xls


Establish a trial where the scions are the entries and rootstock are treatment factors in the experiment.


Ontology Updates

The BMS does not come with default ontology terms for all crops, including walnuts. These steps assume that you are establishing a walnut database from the "generic" default.

  1. Create a new property in the ontology called "Rootstock Treatment".
  2. Create a new scale called "Rootstock Germplasm". Depending on your needs you can be more or less descriptive of each category.
    In this example, OR represents a tree growing on its own roots. PDX represents Paradox, a common commercially used rootstock, and 1,2,& 3 represent unknown rootstocks. These unknown designations can be used over and over in different performance trials and the precise identity of the unknown root stocks in each trial can be described in the trial settings. Alternatively, additional categories can be added to the scale that more precisely describe each rootstock.
  3. Create a new variable called "RS_Trt_Level" to identify the root stock treatment in the eventual performance trial.
  4. Create a new variable called "RS" to identify the rootstocks used in the the eventual performance trial.

Create Trial & Import Trial Design

NOTE: The BMS and BV can handle trials with treatment factors via trial design import. BMS versions 4-8 have treatment factor disabled in the interface due to a bug, so until the bug is fixed (est 2018) BMS is unable to generate trials with treatments.

RootStockTrial Design.csv